What a campaign includes
Lead management
Import primary and secondary contacts from CSV, CRM integrations, or manual entry. Track the status of every lead throughout the campaign.
Scheduling control
Set allowed calling hours and days of the week to respect customer preferences and comply with local regulations.
Retry logic
Configure how many times to retry unanswered calls, how long to wait between attempts, and whether to keep calling until a goal is achieved.
Goal tracking
Define a success variable so the campaign knows when an objective has been met — useful for sales calls, appointment booking, and lead qualification.
Campaign statuses
Draft
Draft
The campaign is being configured but hasn’t started yet. Add leads and finalize settings before launching.
In Progress
In Progress
The campaign is actively making calls according to your schedule and retry settings.
Paused
Paused
The campaign is temporarily stopped. You can resume it at any time without losing progress.
Completed
Completed
All leads have been successfully contacted or reached the maximum retry limit.
Key features
Scheduling and timing
- Allowed calling hours — set a start and end time (e.g., 9:00 AM – 6:00 PM)
- Allowed days — choose specific days of the week
- Timezone — uses your assistant’s configured timezone
- Automatic enforcement — the system will not place calls outside your defined window
Retry system
| Setting | Range | Default |
|---|---|---|
| Max retries | 1–5 attempts | 3 |
| Retry interval | 10–4320 minutes | 60 minutes |
| Retry on voicemail | On / Off | — |
| Retry until goal completed | On / Off | — |
Lead types
- Primary leads — the main contacts you’re targeting
- Secondary contacts — backup numbers linked to the same lead (e.g., a mobile and an office number)
- Lead status tracking — monitor progress for each contact individually
Requirements
Before starting a campaign, make sure you have:- A configured AI assistant with outbound calling capability
- Sufficient account balance to cover call costs
- At least one lead added to the campaign with a valid phone number
Quick start
For a detailed walkthrough of every setting, see Creating a campaign.
Monitoring your campaign
Lead statuses
| Status | Meaning |
|---|---|
| Created | Ready to be called |
| Scheduled | Queued for the next call attempt |
| Processing | Currently being called |
| Completed | Successfully contacted or goal achieved |
| Rescheduled | Scheduled for a retry attempt |
| Max Retries | Reached the maximum number of attempts |
- Set to “Created” to reset a lead and call them again
- Set to “Completed” to stop calling a lead
Call result statuses
| Status | Meaning |
|---|---|
| Initiated | Call started |
| Ringing | Phone is ringing |
| In Progress | Call connected and active |
| Completed | Call finished successfully |
| Busy | Line was busy |
| Unanswered | No one answered |
| Failed | Technical issue prevented the call |
Troubleshooting
Campaign won’t start:- Confirm your assistant has a phone number configured
- Check that your account balance is sufficient
- Ensure at least one lead has been added
- Wait 10–15 minutes after starting — campaigns take a short time to initialize
- Check whether the current time falls within your allowed calling hours
- Confirm that today is an allowed calling day
- Verify that leads have valid phone numbers
- Adjust max retries (1–5 attempts)
- Modify the retry interval (10–4320 minutes)
- Review whether voicemail or goal-based retry conditions are enabled